Suite 22, 3-9 Terminus Street, Castle Hill NSW 2154
(02) 8311 9425
wayne@alphacg.com.au

Alpha Consulting Group

will help you grow your wealth

Learn more about Alpha Consulting
We aim to protect

what is most important to you

Learn more about Alpha Consulting
Let our taxation specialists

handle all your returns

Learn more about Our Services
Tailored financial advice

to help guide the way

We can help you get there

AFI : $6.55

AGL : $13.20

Alpha Consulting Group has specialist advisers who will work together to provide you with a range of services and strategies to increase your investments, grow your business and create wealth.

Welcome to Alpha Consulting Group

The Alpha Consulting Group philosophy is that we provide clients with proactive, practical and timely advice, tailored to the clients' specific needs, which enables our clients to better create, manage and protect their wealth.

ACG Sydney is a dynamic firm of Accountants and Financial Planners with over 20 years of experience in helping clients achieve their financial and personal goals. We add value to each of our clients businesses through creating and managing their wealth.

We achieve this by providing clients with proactive, practical and timely advice based upon our specialist knowledge and experience in assisting business owners over a diverse range of industries. We understand that each business is unique and tailor our advice to meet your specific requirements.

If you are looking for a reliable and trustworthy team of accountants and advisers - we have a dedicated team of highly trained and experienced advisers who can help you achieve your goals.

Whether you need help in minimising the amount of tax you pay, advice on how to grow and manage your business or the best advice on how to protect your assets - we have the knowledge and experience to help you achieve your goals.

If you are considering a change in accountants and want to know how we can add value - contact us today to arrange an obligation free

What differentiates us from other Accountants and Advisers?

Communication

Communication is also one of the fundamental building blocks of the relationship. We pride ourselves on maintaining regular face to face contact with our clients throughout the year and understand the importance of timing and getting back to you quickly.

We also understand from speaking to our clients that they don't like changes and want to have access to the people with the knowledge and experience to answer their questions. At ACG Sydney - you will always have access to the Director to answer your questions.

Value

To help our clients reach their personal and financial goals, we understand that we must add value as part of the relationship and help clients create, manage, and protect their wealth.

We do this by looking at the "big picture" and not just focussing on financial statements and tax returns but rather focussing on how can we save you tax by implementing better business structures, how to plan for retirement and maximising your earnings via Superannuation and ensuring your assets are adequately protected from the uncertainties of life.

Wayne Clark – Director

BFinAdmin, ADip.Bus, DipFMBM, CTA, FIPA

Wayne has over 25 years' experience in the Accounting and Financial Services industry. He first joined the accounting and taxation industry in 1998, after leaving his position as Business Lending Manager with a major Bank. Since then, for the past 20 years, he has assisted numerous businesses with taxation planning and financial advice.

There are not too many industries sectors that Wayne has not worked with in the small emerging markets, to name a few for the sake of space:

Retail and wholesale
Manufacturing
Motor Vehicle retail/wholesale
Medical Practitioners
Legal Practitioners
Real Estate
IT Professionals
Building and Construction

Throughout Wayne's career he has obtained an array of academic credentials including;

Bachelor of Financial Administration (BFinAdmin)
Diploma in Business (ADip. Bus)
Diploma of Finance and Mortgage Broking Management (DipFMBM)
Chartered Taxation Accountant (CTA)

Our Services

At Alpha Consulting Group, we believe that it is important to provide security for you, your family and your assets today and to protect your position in the future.

Taxation Returns

It is the vital part of your taxation process, ensuring that your financial information is up to date and accurate. Let us help while you focus on your business.

Financial Statement Preparation

The preparation of such documents can be simple or complex depending on the size and type of the business and the purpose of the report.

SMSF Audits

The audit profession plays an important role in the confidence and integrity in Australia's capital markets. We offer a complete auditing service for your Self Managed Superannuation Fund.

Bookkeeping

It is the vital part of your accounting process, ensuring that your financial information is up to date and accurate. Let us do your bookkeeping while you focus on your business.

Lending Advice

Assess your financial position with us and you can take years off the duration of your loan and own your property quicker.

Financial & Investment Advice

Many professionals, including financial planners, bankers, and brokers, can provide investors with investment advice that is specific to their financial situation and goals.

Latest News

Keep up to date with the latest Accounting & Financial Planning news updates.

Accounting News

Budget 2020 - A very comprehensive break down.

The following 35 links break the 2020 Federal Budget down into bite size bits.

Budget 2020 - Fact Sheets

The following links are to Fact Sheets that describe in detail how the Federal Government feels the 2020 Budget will impact you.

Budget 2020 - At a Glance, Overview, Outlook

These three areas cover all you will need to know but the accompanying two articles cover more specific topics and they might help you better understand how the Budget affects you.

Temporary home office expenses shortcut extended again

The 80 cents per hour work-from-home deduction method has now been extended for a further three months to the end of the year.

JobKeeper extension – changes implemented

The legislative instrument implementing the changes to the JobKeeper scheme over the extended period was registered on 15 September 2020.

JobKeeper Participants – are “workers”

Although JobKeeper has been in place for many months and is now scaling back, all eligible participants may not have enrolled. The program is targeted to workers in the broad sense.

Commissioner registers updated JobKeeper alternative tests

The Commissioner of Taxation has now released the updated alternative decline in turnover tests for the JobKeeper extension.

Varying Pay As You Go (PAYG) Instalments

The first instalment of 2021 income tax, due for quarterly taxpayers on 28th October may be varied down.

Reminder of Medicare Levy Surcharge (MLS)

A warning to taxpayers who may be considering cancelling private health insurance because of higher premiums starting for many on 1st October 2020.

Financial Planning News

Budget 2020 - A very comprehensive break down.

The following 35 links break the 2020 Federal Budget down into bite size bits.

Budget 2020 - Fact Sheets

The following links are to Fact Sheets that describe in detail how the Federal Government feels the 2020 Budget will impact you.

Budget 2020 - At a Glance, Overview, Outlook

These three areas cover all you will need to know but the accompanying two articles cover more specific topics and they might help you better understand how the Budget affects you.

JobKeeper extension – changes implemented

The legislative instrument implementing the changes to the JobKeeper scheme over the extended period was registered on 15 September 2020.

Temporary home office expenses shortcut extended again

The 80 cents per hour work-from-home deduction method has now been extended for a further three months to the end of the year.

Investment preferences of the young

As a new wave of investors enter the Australian share market, new trends begin to emerge.

How to construct an effective portfolio

Portfolio construction is always a popular topic among investors, but as markets become more volatile, the practice of carefully piecing together a jigsaw of investments that weathers both good times and bad is particularly relevant.

Estate planning opportunities highlighted with work test changes

With the work test changes for over-65s opening up opportunities for recontribution strategies, clients may be able to even up balances and adopt tax strategies for estate planning, particularly once the bring-forward measure is passed, says a technical expert.

Lenders are getting tougher on older borrowers

Australian banks this month started the largest ever customer contact program in the industry's history.

Accounting Videos

Watch our video series to learn more about the value of accounting, how it applies to common life events and how we can help you.

Tools & Resources

We feature a number of FREE tools and interactive services for visitors of our website to enjoy.

Client Portal

If you are already an Alpha Consulting Group client and would like to register for a secure area, click here. If you are not already our client and are interested in hearing more about our secure area service (and our other services), email us on wayne@alphacg.com.au.

Useful Links

We've compiled a broad range of useful links for your use. These include tax resources, finance, media, Australian government assistance, business and accounting software.

Secure File Transfer

Email is very convenient in our business world, but is unsafe for sending confidential files and documents. Use this facility to easily transfer any required confidential files and documents to us (and vice versa) safely and securely.

General Calculators

Powered by ASIC's MoneySmart, these FREE calculators can help give you direction and motivate you to achieve your financial goals

Get in Touch

We'd love for you to get in touch and we welcome any enquiry that you may have.

Contact Details

Alpha Consulting Group welcomes your enquiry. Get in touch with us today using the contact details below.

Suite 22, 3-9 Terminus Street, Castle Hill NSW 2154

PO Box 140, Castle Hill NSW 1765

wayne@alphacg.com.au

(02) 8311 9425

Alpha Consulting Group (FP) Pty Ltd (ABN 88 106 799 599) offers financial advice as an Authorised Representative of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence Number 227232 ("Count") using Count's Approved Product List. Count is a majority-owned subsidiary of CountPlus Limited, an ASX listed company ABN 11 126 990 832.

Fill in the form below and we will get back to you. For a more immediate response, please refer to our Contact Details.

Taxation Returns

Time to lodge your income tax return? We're able to assist you with the preparation of your tax return, along with lodging the tax return and communicating with the ATO where possible. We can also help you with identifying relevant expenses and options which you could claim. Depending on your situation, this potentially reduces the amount of tax payable or could increase what you receive from your tax return.

Compliance is of the utmost importance but we also believe in offering quality management advice and support. We are committed to offering the highest level of friendly and professional service and welcome the opportunity to work with you.

We offer a broad range of accounting and taxation services to sole traders, businesses, organisations and individuals:

Income Tax Return preparation and lodgement
Tax Planning & Structuring
GST, BAS, IAS, PAYG Statements
Capital Gains Tax
Fringe Benefits Tax
Land Tax
Payroll Tax & Workers Compensation
Superannuation & SMSF
Late and multiple year tax returns
Tax office objections and appeals
Dealing with ATO on behalf of clients

Preparation of Financial Statements

Preparation of Financial Statements

If you’re looking for an experienced accounting firm to assist you with the preparation of financial statements, you can count on the team at Alpha Consulting to deliver efficient and comprehensive documents. We can help you to prepare comprehensive financial statements for a wide range of readers and an equally wide range of purposes. Whether your statements relate to your business or your personal financial standing, we can accommodate your needs.

What is Financial Statement Preparation?

Financial statement preparation is a vital part of the accounting cycle. It involves the preparation and collation of essential general purpose financial statements that enable the process of financial accounting to take place. These statements include the:

Balance sheet
Income statement
Statement of retained earnings
Statement of cash flows

Without these, any necessary accounting processes for your business will not be able to proceed.

The skilled and knowledgeable accountants at Alpha Consulting will work with you to produce statements that are easy to understand and user-friendly.

SMSF Auditing

Self-Managed Superannuation Funds (SMSFs) offer a good strategy option for many individuals, families and small business owners to build tax-effective wealth and to protect assets over time. SMSFs are becoming popular for those who are ready to take control of their own super investments as they give you ultimate control and flexibility to manage your retirement benefits.

It must be noted though, that you will have increased responsibilities as a trustee of the fund. As an SMSF trustee, you need to keep up to date with all required regulations and keep up with the fast-paced financial markets.

All Self Managed Superannuation Funds (SMSF) are required to be audited. The methodology behind this is to ensure that the health and integrity of your super fund is maintained. All our registered SMSF auditors are fully qualified practising accountants and will assist you above and beyond your expectations. Essentially, maintaining the integrity of your fund and naturally adding value to the audit by ensuring that your fund is being utilised to its fullest capacity.

Most trustees of funds leave it up to their accountants to pick the auditor. As the trustee of a fund, you have the option of having your fund audited by someone you can trust. We are always happy to liaise with you and your accountant to ensure you receive value from the audit, not just an audit report and a bill.

Bookkeeping

Many small and medium-sized businesses spend more time on bookkeeping than they should. The aim of minimising costs is a good one but not when a bigger return can be generated if you spend that time developing and growing your business. We won't let your paperwork fall behind and we often find efficiencies that business owners miss.

Let us do your bookkeeping while you focus on your business.

Benefits of outsourcing your bookkeeping to Alpha Consulting:

Save time
By letting us take care of your paperwork, you can focus on what you do best: running your business.
Save money
We’ll find cost efficiencies in your business while reducing expensive accounting fees.
Know your numbers
We’ll report to you regularly on cash flow, expenses and capital, so you always know how healthy your business is, financially speaking.
Bring your BAS under control
Your BAS lodgements will be accurate, up to date and on time, every time.
On-site or off-site
We can come to your office, or work remotely using the latest cloud-based accounting software.

We help you through our comprehensive range of bookkeeping services that include:

Cash flow management
Training and support in MYOB, QuickBooks and Xero software
Set up and maintenance of accounting and office systems
Graphical financial reporting and analysis
Preparation of financial budgets
End of financial year processes
GST and BAS requirements
General bookkeeping and compliance work
Payroll, PAYE and superannuation
Profit and loss statements
Sales reports
Accounts payable and receivable

Lending Advice

Loan funding transactions are some of the most important financial transactions that you or your business will ever make and include loans for commercial property investments, developments, buying a home or residential investment property, or business borrowings for working capital, expansion and acquisition.

At Alpha Consulting, we believe in the importance of relationship development as part of these transactions, in order to properly understand your business and personal core drivers and goals, to ensure that you obtain the best and most effectively structured funding arrangements.

We have the resources to partner with you initially and over the long term, and work closely with a comprehensive range of major and specialist lenders to implement your finance requirements, ensuring that you benefit from our market expertise and gain a satisfactory funding outcome.

In the majority of cases, we do not charge you for this service, our income is generated from the lenders.

Specifically, we can assist you with:

Commercial/Business loans, including working capital, trade and invoice financing
Property Construction and development funding
Home Loans, principal place of residence and investment
Refinance and loan reviews
Equipment and motor vehicle finance
Transactional and Payment processes and logistics

Financial & Investment Advice

A financial plan will help you clarify your financial goals and aspirations, whilst taking into account potential milestones along the way, such as children, education, lifestyle and retirement.

We take the time to gain a full understanding of your current situation and determine your short, medium and long-term financial and lifestyle goals. Next, we assess the challenges that might slow things down and your attitude to risk.

Finally, we map out a detailed plan from first steps through to long-term strategies to achieve your objectives and work with you to optimise and manage your plan.

Alpha Consulting can assist you with:

Confirm your goals and aspirations
Assess your individual risk profile
Develop an effective financial plan
Select suitable investments
Regularly review your investment performance

Useful Links

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.